{"id":581680,"date":"2025-07-02T18:10:47","date_gmt":"2025-07-03T01:10:47","guid":{"rendered":"https:\/\/nai500.com\/?p=581680"},"modified":"2025-07-02T18:10:47","modified_gmt":"2025-07-03T01:10:47","slug":"%e5%85%a8%e7%90%83-%e5%8d%81%e5%a4%a7-%e9%8a%85%e7%a4%a6-%e7%94%9f%e7%94%a2%e5%95%86-2025%e5%b9%b4-7%e6%9c%88","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/07\/%e5%85%a8%e7%90%83-%e5%8d%81%e5%a4%a7-%e9%8a%85%e7%a4%a6-%e7%94%9f%e7%94%a2%e5%95%86-2025%e5%b9%b4-7%e6%9c%88\/","title":{"rendered":"\u5168\u7403\u5341\u5927\u9285\u7926\u751f\u7522\u5546\uff1a\u8ab0\u5728\u4e3b\u5c0e\u9285\u8cc7\u6e90\u5e02\u5834\uff1f\uff082025\u5e747\u6708\u66f4\u65b0\uff09"},"content":{"rendered":"

2024\u5e745\u6708\uff0c\u502b\u6566\u91d1\u5c6c\u4ea4\u6613\u6240\uff08LME\uff09\u7684\u9285\u50f9\u5275\u4e0b\u66c6\u53f2\u65b0\u9ad8\uff0c\u9054\u5230\u6bcf\u567810,954\u7f8e\u5143\uff08COMEX\u6bcf\u78c55.20\u7f8e\u5143\uff09\u3002\u9019\u4e00\u6f32\u52e2\u6e90\u65bc\u4f9b\u9700\u77db\u76fe\u7684\u52a0\u5287\u2014\u2014\u96a8\u8457\u5168\u7403\u80fd\u6e90\u8f49\u578b\u52a0\u901f\uff0c\u9285\u4f5c\u70ba\u96fb\u52d5\u6c7d\u8eca\u3001\u96fb\u7db2\u5347\u7d1a\u548c\u5132\u80fd\u7cfb\u7d71\u7684\u95dc\u9375\u6750\u6599\uff0c\u9700\u6c42\u6301\u7e8c\u6500\u5347\u3002\u8207\u6b64\u540c\u6642\uff0c\u65b0\u9285\u7926\u958b\u767c\u5468\u671f\u9577\u3001\u6295\u8cc7\u5927\uff0c\u4f9b\u61c9\u589e\u9577\u7de9\u6162\uff0c\u4f7f\u5f97\u982d\u90e8\u9285\u7926\u516c\u53f8\u6210\u70ba\u5e02\u5834\u95dc\u6ce8\u7684\u7126\u9ede\u3002<\/p>\n

\u4ee5\u4e0b\u662f2024\u5e74\u5168\u7403\u5341\u5927\u9285\u751f\u7522\u5546\u53ca\u5176\u6838\u5fc3\u8cc7\u7522\u5206\u6790\uff1a<\/p>\n

1. \u5fc5\u548c\u5fc5\u62d3\uff08<\/b><\/strong>NYSE:<\/b><\/strong><\/a>BHP\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a146\u842c\u5678<\/b><\/strong>
\n\u6fb3\u5927\u5229\u4e9e\u7926\u696d\u5de8\u982d\u5fc5\u548c\u5fc5\u62d3\u7684\u6838\u5fc3\u8cc7\u7522\u662f\u667a\u5229\u7684\u57c3\u65af\u5eb7\u8fea\u9054\uff08Escondida\uff09\u9285\u7926\uff0c\u9019\u662f\u5168\u7403\u6700\u5927\u7684\u9285\u7926\uff0c2024\u5e74\u8ca2\u737b\u4e8620.4\u5104\u78c5\u9285\u7522\u91cf\u3002\u6b64\u5916\uff0c\u5176\u5168\u8cc7\u64c1\u6709\u7684\u667a\u5229Pampa Norte\u548c\u6fb3\u5927\u5229\u4e9eOlympic Dam\uff08\u542b\u5168\u7403\u6700\u5927\u923e\u7926\uff09\u4e5f\u986f\u8457\u63d0\u5347\u7522\u80fd\u30022023\u5e74\u6536\u8cfcOZ Minerals\u5f8c\uff0c\u5fc5\u548c\u5fc5\u62d3\u9285\u8cc7\u6e90\u5132\u5099\u9032\u4e00\u6b65\u64f4\u5927\u3002<\/p>\n

2. \u667a\u5229\u570b\u5bb6\u9285\u696d\uff08Codelco\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a144\u842c\u5678<\/b><\/strong>
\n\u4f5c\u70ba\u5168\u7403\u6700\u5927\u570b\u6709\u9285\u4f01\uff0cCodelco\u7684\u4e18\u57fa\u5361\u99ac\u5854\uff08Chuquicamata\uff09\u7926\u96d6\u56e0\u54c1\u4f4d\u4e0b\u964d\u5c0e\u81f4\u8fd1\u5e74\u6e1b\u7522\uff0c\u4f462024\u5e74\u4ecd\u7522\u51fa6.37\u5104\u78c5\u9285\u3002\u8a72\u516c\u53f8\u6b63\u63a8\u9032\u8a72\u7926\u5f9e\u9732\u5929\u8f49\u70ba\u5730\u4e0b\u958b\u91c7\u7684\u9577\u671f\u8a08\u5283\uff0c\u4e26\u62d3\u5c55El Teniente\u7b49\u8001\u820a\u7926\u5c71\u7684\u58fd\u547d\u3002<\/p>\n

3. \u81ea\u7531\u6e2f\u9ea5\u514b\u83ab\u862d\uff08<\/b><\/strong>NYSE:FCX<\/b><\/strong><\/a>\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a126\u842c\u5678<\/b><\/strong>
\n\u7f8e\u570b\u81ea\u7531\u6e2f\u7684\u6838\u5fc3\u8cc7\u7522\u662f\u5370\u5c3c\u683c\u62c9\u65af\u4f2f\u683c\uff08Grasberg\uff09\u9285\u91d1\u7926\u3002\u8a72\u7926\u73fe\u968e\u6bb5\u6b63\u5f9e\u9732\u5929\u8f49\u5411\u5730\u4e0b\u958b\u91c7\uff0c\u672a\u4f86\u7522\u80fd\u6709\u671b\u63d0\u5347\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u5728\u79d8\u9b6f\u7684Cerro Verde\u548c\u7f8e\u570bMorenci\u7926\u4e5f\u5728\u8ca2\u737b\u7a69\u5b9a\u7522\u91cf\u3002<\/p>\n

4. \u5609\u80fd\u53ef\uff08Glencore\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a95.16\u842c\u5678<\/b><\/strong>
\n\u53d7\u667a\u5229\u79d1\u4e9e\u74e6\u897f\uff08Collahuasi\uff09\u7926\u54c1\u4f4d\u4e0b\u964d\u548c\u6c34\u8cc7\u6e90\u9650\u5236\u5f71\u97ff\uff0c\u5609\u80fd\u53ef2024\u5e74\u7522\u91cf\u540c\u6bd4\u6e1b\u5c116%\u3002\u8a72\u516c\u53f8\u6b63\u5efa\u8a2d\u6d77\u6c34\u6de1\u5316\u5ee0\u4ee5\u89e3\u6c7a\u4f9b\u6c34\u554f\u984c\uff0c\u9810\u8a082026\u5e74\u6295\u7522\u5f8c\u5c07\u7a69\u5b9a\u7522\u80fd\u3002\u525b\u679c\uff08\u91d1\uff09\u7684\u5361\u5766\u52a0\uff08Katanga\uff09\u9285\u9237\u7926\u4e5f\u662f\u5176\u91cd\u8981\u9285\u7926\u8cc7\u7522\u3002<\/p>\n

5. \u5357\u65b9\u9285\u696d\uff08<\/b><\/strong>NYSE:SCCO<\/b><\/strong><\/a>\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a88.35\u842c\u5678<\/b><\/strong>
\nGrupo Mexico\u65d7\u4e0b\u7684\u5357\u65b9\u9285\u696d\u516c\u53f8\uff08Southern Copper\uff09\u6191\u501f\u79d8\u9b6f\u548c\u58a8\u897f\u54e5\u7684\u9285\u7926\u5be6\u73fe\u7522\u91cf\u589e\u95776.9%\u3002\u5176\u5e03\u57c3\u7d0d\u7dad\u65af\u5854\uff08Buenavista\uff09\u7926\u662f\u5168\u7403\u6700\u5927\u6591\u5ca9\u9285\u7926\u4e4b\u4e00\u3002\u8a72\u516c\u53f8\u9084\u5728\u963f\u6839\u5ef7\u3001\u667a\u5229\u3001\u5384\u74dc\u591a\u723e\u64c1\u6709\u9285\u7926\u9805\u76ee\u3002<\/p>\n

6. \u82f1\u7f8e\u8cc7\u6e90\uff08Anglo American\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a77.27\u842c\u5678<\/b><\/strong>
\n\u53d7\u667a\u5229\u6d1b\u65af\u5e03\u6717\u65af\uff08Los Bronces\uff09\u7926\u9078\u5ee0\u95dc\u9589\u5f71\u97ff\uff0c\u82f1\u7f8e\u8cc7\u6e90\u9285\u7522\u91cf\u4e0b\u964d6.5%\u3002\u5176\u79d8\u9b6f\u594e\u62c9\u7dad\u79d1\uff08Quellaveco\uff09\u65b0\u79262022\u5e74\u6295\u7522\uff0c2024\u5e74\u7522\u51fa6.75\u5104\u78c5\u9285\uff0c\u6210\u70ba\u672a\u4f86\u589e\u9577\u95dc\u9375\u3002<\/p>\n

7. \u6ce2\u862d\u9285\u696d\uff08KGHM<\/b><\/strong>\u00a0Polska Miedz<\/b><\/strong>\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a72.97\u842c\u5678<\/b><\/strong>
\n\u6ce2\u862d\u9285\u696d\u7684\u6838\u5fc3\u8cc7\u7522\u662f\u672c\u570b\u5883\u5167\u7684Polkowice-Sieroszowice\u7926\uff0c\u5e74\u7522\u91cf\u7d044.3\u5104\u78c5\u3002\u8a72\u516c\u53f8\u5728\u6ce2\u862d\u7684Rudna\u7926\u548cLubin\u7926\u53bb\u5e74\u9285\u7522\u91cf\u5206\u5225\u90543.38\u5104\u78c5\u548c1.56\u5104\u78c5\u3002<\/p>\n

8. \u6d1b\u967d\u926c\u696d\uff08CMOC<\/b><\/strong>\u00a0Group<\/b><\/strong>\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a50.26\u842c\u5678<\/b><\/strong>
\n\u4e2d\u570b\u6d1b\u967d\u926c\u696d\u901a\u904e\u525b\u679c\uff08\u91d1\uff09\u7684Tenke Fungurume\u9285\u9237\u7926\u5feb\u901f\u5d1b\u8d77\uff0c2024\u5e74\u7522\u91cf\u6fc0\u589e\u81f39.92\u5104\u78c5\u3002\u540c\u6642\uff0c\u8a72\u516c\u53f8\u8207\u5be7\u5fb7\u6642\u4ee3\u5408\u8cc7\u7684Kisanfu\u7926\u540c\u6a23\u589e\u9577\u8fc5\u731b\u3002<\/p>\n

9. \u5b89\u6258\u6cd5\u52a0\u65af\u5854\uff08Antofagasta\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a44.88\u842c\u5678<\/b><\/strong>
\n\u667a\u5229\u7926\u696d\u516c\u53f8\u5b89\u6258\u6cd5\u52a0\u65af\u5854\u7684Los Pelambres\u79262024\u5e74\u8ca2\u737b\u4e8670%\u7684\u9285\u7522\u91cf\u3002\u8a72\u516c\u53f8\u65d7\u4e0bCentinela\u7926\u7684\u4e8c\u671f\u9078\u7926\u5ee0\u5efa\u8a2d\u5b8c\u6210\u5f8c\uff0c\u5e74\u7522\u80fd\u5c07\u589e\u52a014.4\u842c\u5678\u3002<\/p>\n

10. \u6cf0\u514b\u8cc7\u6e90\uff08<\/b><\/strong>NYSE:<\/b><\/strong><\/a>TECK\uff09<\/b><\/strong><\/h3>\n

\u7522\u91cf\uff1a35.89\u842c\u5678<\/b><\/strong>
\n\u52a0\u62ff\u5927\u6cf0\u514b\u8cc7\u6e90\u56e0\u667a\u5229Quebrada Blanca\u7926\u7684\u7522\u80fd\u91cb\u653e\uff0c2024\u5e74\u7522\u91cf\u98c6\u534750%\u3002\u5176\u52a0\u62ff\u5927Highland Valley\u9285\u7926\u4e5f\u662f\u5317\u7f8e\u91cd\u8981\u7684\u9285\u4f9b\u61c9\u4f86\u6e90\u3002<\/p>\n

\u672a\u4f86\u6311\u6230\uff1a\u4f9b\u61c9\u74f6\u9838\u8207\u7da0\u8272\u8f49\u578b<\/b><\/strong><\/p>\n

\u5206\u6790\u5e2b\u6307\u51fa\uff0c\u9285\u7926\u9805\u76ee\u5f9e\u767c\u73fe\u5230\u6295\u7522\u5e73\u5747\u970015\u5e74\u4ee5\u4e0a\uff0c\u800c\u5168\u7403\u80fd\u6e90\u8f49\u578b\u548c\u57ce\u5e02\u5316\u9700\u6c42\u5c07\u6301\u7e8c\u63a8\u9ad8\u9285\u50f9\u3002\u982d\u90e8\u7926\u696d\u516c\u53f8\u901a\u904e\u4e26\u8cfc\u548c\u6280\u8853\u5347\u7d1a\u978f\u56fa\u5730\u4f4d\uff0c\u4f46\u5730\u7de3\u653f\u6cbb\uff08\u5982\u667a\u5229\u6c34\u8cc7\u6e90\u7dca\u5f35\u3001\u525b\u679c\uff08\u91d1\uff09\u653f\u7b56\u98a8\u96aa\uff09\u548c\u74b0\u4fdd\u58d3\u529b\u4ecd\u662f\u6f5b\u5728\u5a01\u8105\u3002<\/p>\n

\u96a8\u8457\u9285\u7684\u201c\u65b0\u77f3\u6cb9\u201d\u5730\u4f4d\u78ba\u7acb\uff0c\u9019\u4e9b\u7926\u696d\u5de8\u982d\u7684\u6230\u7565\u5e03\u5c40\u5c07\u6df1\u523b\u5f71\u97ff\u5168\u7403\u80fd\u6e90\u7522\u696d\u93c8\u7684\u7a69\u5b9a\u6027\u3002<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

2024\u5e745\u6708\uff0c\u502b\u6566\u91d1\u5c6c\u4ea4\u6613\u6240\uff08LME\uff09\u7684\u9285\u50f9\u5275\u4e0b\u66c6\u53f2\u65b0\u9ad8\uff0c\u9054\u5230\u6bcf\u567810,954\u7f8e\u5143\uff08COMEX\u6bcf\u78c55.20\u7f8e […]<\/p>\n","protected":false},"author":31,"featured_media":570603,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,2197],"tags":[1404,1122,895,784],"class_list":["post-581680","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-2197","tag-1404","tag-1122","tag-895","tag-784","sectors-base-metals-tch","sectors-mining-zh-hant","locations-china-zh-hant","locations-canada-zh-hant","locations--zh-hant","locations-848","locations-us-zh-hant","exchange-nyse-zh-hant","exchange-tsx-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/581680","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=581680"}],"version-history":[{"count":4,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/581680\/revisions"}],"predecessor-version":[{"id":581687,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/581680\/revisions\/581687"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/570603"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=581680"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=581680"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=581680"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}